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Disclosery

WD RUTHERFORD LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WD RUTHERFORD LLC on JPM, newest first. How the timeline and the estimate are built.

WD RUTHERFORD LLC held 20,056 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,056 shares
    Change vs previous 13F -342 shares

    2.38% of the 13F portfolio, value $6,564,930.

    13F-HR 0001841015-26-000004 filed by WD RUTHERFORD LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 20,398 shares
    Change vs previous 13F -1,285 shares

    2.67% of the 13F portfolio, value $6,000,276.

    13F-HR 0001841015-26-000002 filed by WD RUTHERFORD LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 21,683 shares
    Change vs previous 13F -201 shares

    2.92% of the 13F portfolio, value $6,986,696.

    13F-HR 0001841015-26-000001 filed by WD RUTHERFORD LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 21,884 shares
    Change vs previous 13F -250 shares

    2.94% of the 13F portfolio, value $6,902,870.

    13F-HR 0001841015-25-000006 filed by WD RUTHERFORD LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 22,134 shares
    Change vs previous 13F -750 shares

    2.95% of the 13F portfolio, value $6,416,868.

    13F-HR 0001841015-25-000004 filed by WD RUTHERFORD LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 22,884 shares
    Change vs previous 13F +90 shares

    2.84% of the 13F portfolio, value $5,334,947.

    13F-HR 0001841015-25-000003 filed by WD RUTHERFORD LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 22,794 shares
    Change vs previous 13F -567 shares

    2.59% of the 13F portfolio, value $5,463,950.

    13F-HR 0001841015-25-000001 filed by WD RUTHERFORD LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 23,361 shares
    Change vs previous 13F not available

    2.41% of the 13F portfolio, value $4,925,900.

    13F-HR 0001841015-24-000005 filed by WD RUTHERFORD LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).